Customer Engagement news & resources

Dynamics Introspective: Microsoft’s CRM, Cloud Application Goals Beyond Salesforce

by Jason Gumpert
With rumors now perhaps behind them, what can Dynamics CRM partners and customers take from the recent reports of Microsoft’s interest in buying Salesforce?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate SaaS Sales Sales & Marketing Salesforce.com

Microsoft Dynamics Partner Roundup: Contact Center App Integration; New Indian development and support centers; Partner award

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM

Can Microsoft Dynamics AX help manufacturers bridge the customer experience gap?

by Wendy Scheuring
Why should Dynamics AX customers start paying attention to the blending of manufacturing trends with social applications and mobility?
AXUG AXUG Focus 2015 Azure IoT Suite Customer Engagement Data Management Dynamics 365 Dynamics AX Internet of Things (IoT) Manufacturing Marketing Mobile Applications Project Service Automation

Create advanced views in Microsoft Dynamics CRM using FetchXML Builder

by Jonas Rapp
Demonstrating an easy way to create a view query emulating the SQL union functionality
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM FetchXML FetchXML Builder Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: SaaS enterprise practice management; CRM document management; AX security add-on; AX test prep

by Jason Gumpert
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 CfMD Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Logistics Professional Services Project Service Automation SaaS

To build smarter sales processes in Microsoft Dynamics CRM 2015, use new tools together

by Linda Rosencrance
In a new webcast and blog post, CRM MVP Jukka Niiranen explains how CRM 2015 capabilities can be used in combination to build richer capabilities without writing code
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Workflow Management

BluePrint Healthcare IT's xRM solution wins Microsoft 2015 Health Innovation Award for Personalized Care

by Linda Rosencrance
BluePrint Healthcare IT uses Dynamics CRM and custom mobile apps to improve patient-caregiver communication and coordination
BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness Healthcare Workflow Management xRM

Microsoft Dynamics Partner Roundup; New AX document management, CRM sales tools; AX public sector win; BI partnership

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
AP Automation BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

3 ways to master field sales in Microsoft Dynamics GP

by Pam Burnham
How key mobile device technology improves both efficiency and customer satisfaction for field work
Customer Engagement Document Management Dynamics 365 Dynamics GP Electronic Signatures Inventory Management Marketing Mobile Applications Order Management Project Service Automation Sales Sales & Marketing

3 Ways Businesses Are Leveraging Microsoft Dynamics AX to Improve the Customer Experience

by Sean Harmon
Maximize your usage of AX 2012 R3 to improve customer experience across channels
AX 2012 R3 Commerce Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX E-Commerce Marketing Rebates Retail

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How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions
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2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
AI Azure Business Central Commerce Copilot Customer Engagement Customer Insights Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365
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Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
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